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Orbis Allan Gray Ltd
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STRV - EA Series Trust - Strive 500 ETF
|
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Close Asset Management Ltd
|
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|
Midwest Trust Co
|
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|
Baugh & Associates, LLC
|
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Rosenberg Matthew Hamilton
|
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Select Equity Group, L.P.
|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
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|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
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|
Charles Schwab Investment Management Inc
|
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|
Trifecta Capital Advisors, LLC
|
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Gryphon Financial Partners LLC
|
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Stratos Wealth Partners, LTD.
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
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|
S&co Inc
|
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Maple Rock Capital Partners Inc.
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Xponance, Inc.
|
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My Legacy Advisors, LLC
|
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Sawyer & Company, Inc
|
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Chicago Capital, LLC
|
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Old Port Advisors
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
Orion Capital Management LLC
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
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Wedmont Private Capital
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Atria Wealth Solutions, Inc.
|
|
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|
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Vista Wealth Management Group, LLC
|
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Aries Wealth Management
|
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V-Square Quantitative Management LLC
|
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Eagle Rock Investment Company, Llc
|
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Marathon Trading Investment Management LLC
|
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Capital Advantage, Inc.
|
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London & Capital Asset Management Ltd
|
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Nichols & Pratt Advisers Llp /ma
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
Applied Capital LLC/FL
|
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Asahi Life Asset Management Co., Ltd.
|
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Bank Of America Corp /de/
|
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Abound Wealth Management
|
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|
Advisor OS, LLC
|
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Hengehold Capital Management Llc
|
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Capital International Inc /ca/
|
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Ckw Financial Group
|
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Aprio Wealth Management, LLC
|
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Daymark Wealth Partners, Llc
|
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REAP Financial Group, LLC
|
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Commonwealth Equity Services, Llc
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Cohen Klingenstein LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Avantax Planning Partners, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Painted Porch Advisors LLC
|
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|
Pingora Partners LLC
|
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Forza Wealth Management, LLC
|
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Dana Investment Advisors, Inc.
|
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Romano Brothers And Company
|
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Evelyn Partners Investment Management Services Ltd
|
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SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
|
Archer Investment Corp
|
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Clean Yield Group
|
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Navigoe, LLC
|
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|
Raiffeisen Bank International AG
|
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
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|
|
GAM Holding AG
|
|
|
|
|
|
BRIGHT VALLEY CAPITAL Ltd
|
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Cerity Partners LLC
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Yong Rong (HK) Asset Management Ltd
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Monaco Asset Management SAM
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
IVRS - iSHARES TRUST - iShares Future Metaverse Tech and Communications ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Snowden Capital Advisors LLC
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Nemes Rush Group LLC
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Achmea Investment Management B.V.
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Sterling Capital Management LLC
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Price T Rowe Associates Inc /md/
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Ritholtz Wealth Management
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Kiley Juergens Wealth Management, Llc
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Altus Wealth Group LLC
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MidWestOne Financial Group, Inc.
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Concentric Capital Strategies, LP
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St. Johns Investment Management Company, LLC
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UNIVEST FINANCIAL Corp
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Raymond James Financial Inc
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Byrne Asset Management LLC
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Becker Capital Management Inc
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Paloma Partners Management Co
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Financial Avengers, Inc.
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Wormser Freres Gestion
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Buckley Wealth Management, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
Avion Wealth
|
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Miracle Mile Advisors, LLC
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Circle Wealth Management, LLC
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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DekaBank Deutsche Girozentrale
|
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Monograph Wealth Advisors, Llc
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BKD Wealth Advisors, LLC
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Ally Financial Inc.
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IFS Advisors, LLC
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Gateway Investment Advisers Llc
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Farmers Trust Co
|
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Procyon Private Wealth Partners, LLC
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Bank of Jackson Hole Trust
|
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Slate Path Capital LP
|
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Lbmc Investment Advisors, Llc
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Exchange Traded Concepts, Llc
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Axxcess Wealth Management, Llc
|
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Beaton Management Co. Inc.
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Impax Asset Management Group plc
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Bnp Paribas
|
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Concord Wealth Partners
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Garda Capital Partners Lp
|
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Bourne Lent Asset Management Inc
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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PARUS FINANCE (UK) Ltd
|
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Wellington Management Group Llp
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Bank & Trust Co
|
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|
Jackson Thornton Asset Management, Llc
|
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Atticus Wealth Management, Llc
|
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
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|
Simmons Bank
|
|
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|
Blume Capital Management, Inc.
|
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|
GHP Investment Advisors, Inc.
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Brinker Capital Investments, LLC
|
|
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
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|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
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|
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|
Willis Investment Counsel
|
|
|
|
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|
SilverOak Wealth Management LLC
|
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|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
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|
Calamos Advisors LLC
|
|
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|
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|
Seacrest Wealth Management, Llc
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
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|
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|
Capital Fund Management S.a.
|
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|
Linscomb & Williams, Inc.
|
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|
Rakuten Investment Management, Inc.
|
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|
Pacific Sage Partners, LLC
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
Evelyn Partners Investment Management LLP
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Northern Trust Corp
|
|
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|
M&t Bank Corp
|
|
|
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|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
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|
Oppenheimer & Close, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
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|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
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|
Cary Street Partners Financial Llc
|
|
|
|
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|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
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|
|
|
|
Bessemer Group Inc
|
|
|
|
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|
Bellevue Asset Management, Llc
|
|
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|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Herald Investment Management Ltd
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Cobblestone Asset Management LLC
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Greenleaf Trust
|
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Chilton Capital Management Llc
|
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Oliver Lagore Vanvalin Investment Group
|
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Zions Bancorporation, National Association /ut/
|
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Forefront Wealth Management Inc.
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Norges Bank
|
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Kestra Private Wealth Services, Llc
|
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Silvia Mccoll Wealth Management, Llc
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Lowe Wealth Advisors, LLC
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Sentry Investment Management Llc
|
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Redwood Park Advisors LLC
|
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TCI Wealth Advisors, Inc.
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Citizens Financial Group Inc/ri
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TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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Cantor Fitzgerald, L. P.
|
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Profunds - Profund Vp Bull
|
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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Tempus Wealth Planning, LLC
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CenterStar Asset Management, LLC
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Bank of New York Mellon Corp
|
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American Century Companies Inc
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City State Bank
|
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CarsonAllaria Wealth Management, Ltd.
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XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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Sowell Financial Services LLC
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Transcend Wealth Collective, Llc
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Twin Lakes Capital Management, LLC
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New Mexico Educational Retirement Board
|
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Parkworth Wealth Management, Inc.
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Yelin Lapidot Holdings Management Ltd.
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Sivia Capital Partners, LLC
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Sona Asset Management (us) Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Wellspring Financial Advisors, LLC
|
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Kingswood Wealth Advisors, Llc
|
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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Brevan Howard Capital Management LP
|
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Nvwm, Llc
|
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Greenfield Savings Bank
|
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Willow Creek Wealth Management Inc.
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Chung Wu Investment Group, LLC
|
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Fidelis Capital Partners, LLC
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Ariel Investments, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Birmingham Capital Management Co Inc/al
|
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Beacon Pointe Advisors, LLC
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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Rokos Capital Management LLP
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Pitcairn Co
|
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Janney Montgomery Scott LLC
|
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|
Calton & Associates, Inc.
|
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Retirement Systems of Alabama
|
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Horrell Capital Management, Inc.
|
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Rathbone Brothers plc
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Summit Financial, LLC
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Entropy Technologies, LP
|
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|
Dynamic Wealth Strategies, LLC
|
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DB Fitzpatrick & Co, Inc
|
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Quadrature Capital Ltd
|
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Summit Global Investments
|
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Spinnaker Trust
|
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State Board Of Administration Of Florida Retirement System
|
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Douglass Winthrop Advisors, LLC
|
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City Holding Co
|
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Harbour Investments, Inc.
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Jeppson Wealth Management, Llc
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
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|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
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|
|
Mid-American Wealth Advisory Group, Inc.
|
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|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
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|
Tairen Capital Ltd
|
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|
Louisbourg Investments Inc.
|
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Rhumbline Advisers
|
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|
Bank Of Nova Scotia
|
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|
Platform Technology Partners
|
|
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Conning Inc.
|
|
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|
Old Point Trust & Financial Services N A
|
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Addison Advisors LLC
|
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|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Ionic Capital Management LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
SRB Corp
|
|
|
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|
Graney & King, LLC
|
|
|
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|
Spurstone Advisory Services, LLC
|
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|
Alecta Pensionsforsakring, Omsesidigt
|
|
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|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
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|
|
Savant Capital, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Arthedge Capital Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
EVNT - AltShares Trust - AltShares Event-Driven ETF
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Morgens Waterfall Vintiadis & Co Inc
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
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NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
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BWM Planning, LLC
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Farmers & Merchants Trust Co of Long Beach
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Russell Investments Group, Ltd.
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Stephens Inc /ar/
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Cooper Financial Group
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JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
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Humankind Investments LLC
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LS Investment Advisors, LLC
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Hazlett, Burt & Watson, Inc.
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
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Compass Rose Asset Management, LP
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Americana Partners, LLC
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Kornitzer Capital Management Inc /ks
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Northeast Financial Consultants Inc
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Exencial Wealth Advisors, Llc
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AIMZ Investment Advisors, LLC
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Commerce Bank
|
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Envestnet Portfolio Solutions, Inc.
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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waypoint wealth counsel
|
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Granite FO LLC
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
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Aster Capital Management (DIFC) Ltd
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Annis Gardner Whiting Capital Advisors, LLC
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Salem Investment Counselors Inc
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RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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Lmcg Investments, Llc
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Gamco Investors, Inc. Et Al
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
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Lee Danner & Bass Inc
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Capital Analysts, Inc.
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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First Merchants Corp
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Cardinal Point Capital Management, ULC
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
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United Community Bank
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Barbara Oil Co.
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Spears Abacus Advisors LLC
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Murphy & Mullick Capital Management Corp
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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Marble Harbor Investment Counsel, LLC
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Change Path, LLC
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SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
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Fruth Investment Management
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JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
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Biltmore Family Office, LLC
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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WPG Advisers, LLC
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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J.w. Cole Advisors, Inc.
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Lion Street Advisors, LLC
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S&t Bank/pa
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Evanson Asset Management, LLC
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Optimize Financial Inc
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Pinnacle West Asset Management, Inc.
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Catalyst Capital Advisors LLC
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Activest Wealth Management
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Wedbush Securities Inc
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Us Bancorp \de\
|
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Welch Group, LLC
|
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Nuveen Multi-Asset Income Fund
|
|
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Wolff Wiese Magana Llc
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
FineMark National Bank & Trust
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Avenir Tech Ltd
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
Staley Capital Advisers Inc
|
|
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|
Broderick Brian C
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
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Guggenheim Capital Llc
|
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|
Invesco Qqq Trust, Series 1
|
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|
State Of Wisconsin Investment Board
|
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Argyle Capital Management Inc.
|
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TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
WealthPLAN Partners, LLC
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
UMA Financial Services, Inc.
|
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HHM Wealth Advisors, LLC
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
|
Persistent Asset Partners Ltd
|
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|
HighPoint Advisor Group LLC
|
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|
Briaud Financial Planning, Inc
|
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|
SYM FINANCIAL Corp
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Meridian Investment Counsel Inc.
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
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|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
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|
|
Focus Financial Network, Inc.
|
|
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|
|
Alta Advisers Ltd
|
|
|
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|
|
LCM Capital Management Inc
|
|
|
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|
Putney Financial Group LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
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Value Aligned Research Advisors, LLC
|
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Clear Street Llc
|
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Quattro Financial Advisors Llc
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Wolverine Trading, Llc
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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North Forty Two & Co.
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Alteri Wealth LLC
|
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Smartleaf Asset Management LLC
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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First Western Trust Bank
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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First Heartland Consultants, Inc.
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Y.D. More Investments Ltd
|
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Allspring Global Investments Holdings, LLC
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Generali Investments CEE, investicni spolecnost, a.s.
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Signature Estate & Investment Advisors Llc
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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BSW Wealth Partners
|
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Arete Wealth Advisors, LLC
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Ubs Asset Management Americas Inc
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Vanguard Group Inc
|
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CMT Capital Markets Trading GmbH
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Marshall Wace, Llp
|
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IHT Wealth Management, LLC
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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|
Montag A & Associates Inc
|
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StoneX Group Inc.
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Defined Wealth Management, Llc
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Moody National Bank Trust Division
|
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Truvestments Capital Llc
|
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Commerzbank Aktiengesellschaft /fi
|
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Royal London Asset Management Ltd
|
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Ransom Advisory, Ltd
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
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|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
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|
Winch Advisory Services, LLC
|
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Sax Wealth Advisors, Llc
|
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Fiera Capital Corp
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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Platinum Investment Management Ltd
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Breakwater Capital Group
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Lcnb Corp
|
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FLC Capital Advisors
|
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Guggenheim Strategic Opportunities Fund
|
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Mitchell Sinkler & Starr/pa
|
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West Branch Capital LLC
|
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Generali Asset Management SPA SGR
|
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Matthew Goff Investment Advisor, LLC
|
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Garde Capital, Inc.
|
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IFM Investors Pty Ltd
|
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North Star Investment Management Corp.
|
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Cigna Investments Inc /new
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
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|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
Toroso Investments, LLC
|
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|
Checchi Capital Advisers, LLC
|
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|
Atwood & Palmer Inc
|
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|
Modera Wealth Management, LLC
|
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Bragg Financial Advisors, Inc
|
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Rockefeller Capital Management L.P.
|
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Shulman DeMeo Asset Management LLC
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Fairview Capital Investment Management, Llc
|
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
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|
Lakeshore Capital Group, Inc.
|
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
ESL Trust Services, LLC
|
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|
|
Cassaday & Co Wealth Management LLC
|
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|
Financial Connections Group, Inc.
|
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|
RIA Advisory Group LLC
|
|
|
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|
|
Capital Advisors, Ltd. LLC
|
|
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|
|
Wealth Preservation Advisors, LLC
|
|
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|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Glenmede Trust Co Na
|
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|
|
Exeter Financial, LLC
|
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|
Parkside Financial Bank & Trust
|
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|
Avaii Wealth Management, Llc
|
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|
|
GPS Wealth Strategies Group, LLC
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
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|
|
North Capital, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
One Fin Capital Management LP
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Pacifica Partners Inc.
|
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|
Harrington Investments, INC
|
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|
Empower Advisory Group, LLC
|
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|
Insight 2811, Inc.
|
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|
Hoertkorn Richard Charles
|
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
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|
|
Cullinan Associates Inc
|
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|
MetLife Investment Management, LLC
|
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|
J. Safra Sarasin Holding AG
|
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|
Versant Capital Management, Inc
|
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|
Insight Advisors, LLC/ PA
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W.G. Shaheen & Associates DBA Whitney & Co
|
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|
Barclays Plc
|
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|
PARK CIRCLE Co
|
|
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|
New Age Alpha Advisors, LLC
|
|
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|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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Cheviot Value Management, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
WestEnd Advisors, LLC
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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Northwestern Mutual Investment Management Company, Llc
|
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Brown, Lisle/cummings, Inc.
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Advisory Resource Group
|
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Park Avenue Securities Llc
|
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Teachers Retirement System Of The State Of Kentucky
|
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Simplex Trading, Llc
|
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Fifth Third Wealth Advisors LLC
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Act Wealth Management, Llc
|
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Polymer Capital Management (HK) LTD
|
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CIBC Asset Management Inc
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
AlTi Global, Inc.
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Hoese & Co LLP
|
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BlackBarn Capital Partners LP
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TD Capital Management LLC
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Mount Lucas Management LP
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Wolverine Asset Management Llc
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Ledyard National Bank
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
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|
Mml Investors Services, Llc
|
|
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|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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China Universal Asset Management Co., Ltd.
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
New York Life Investment Management Llc
|
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Optimum Investment Advisors
|
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|
General Partner, Inc.
|
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Polymer Capital Management (US) LLC
|
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Greenline Partners, LLC
|
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Gen-Wealth Partners Inc
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Northeast Investment Management
|
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Natural Investments, Llc
|
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First Pacific Financial
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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Busey Wealth Management
|
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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|
Kiker Wealth Management, LLC
|
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FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
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|
CloudAlpha Capital Management Limited/Hong Kong
|
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|
Whipplewood Advisors, LLC
|
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
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|
|
JustInvest LLC
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
|
Lantz Financial LLC
|
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|
Vestcor Inc
|
|
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|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Pandora Wealth, Inc.
|
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|
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|
Fmr Llc
|
|
|
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|
|
Tokio Marine Asset Management Co Ltd
|
|
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|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
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|
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|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
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|
|
First National Trust Co
|
|
|
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|
|
Walleye Capital LLC
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
|
|
WCG Wealth Advisors LLC
|
|
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|
|
Benin Management CORP
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Situational Awareness LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF
|
|
|
|
|
|
QSM Asset Management Ltd
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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|
Birchbrook, Inc.
|
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|
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|
Df Dent & Co Inc
|
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|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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|
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|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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|
Matisse Capital
|
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|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
Diligent Investors, LLC
|
|
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|
Financial Advisory Service, Inc.
|
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|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
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|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
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|
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|
Wealth Alliance
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
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|
SCS Capital Management LLC
|
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|
KP Management LLC
|
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|
Ridgecrest Wealth Partners, Llc
|
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|
Everence Capital Management Inc
|
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|
Resources Investment Advisors, LLC.
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
Alliance Wealth Advisors, LLC
|
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|
Elyxium Wealth, LLC
|
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|
Mountain Hill Investment Partners Corp.
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Amundi
|
|
|
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|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
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|
TB Alternative Assets Ltd.
|
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|
Angeles Wealth Management, Llc
|
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|
Periscope Capital Inc.
|
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|
Consolidated Portfolio Review Corp
|
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|
Onefund, Llc
|
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|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
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Future Financial Wealth Managment LLC
|
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|
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Hunter Associates Investment Management Llc
|
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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|
CENTRAL TRUST Co
|
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|
Peak6 Llc
|
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Private Trust Co Na
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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Cinctive Capital Management LP
|
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|
Silicon Valley Capital Partners
|
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|
Wealth Quarterback LLC
|
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|
Carnegie Capital Asset Management, LLC
|
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White Pine Capital Llc
|
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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Van Eck Associates Corp
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Nwam Llc
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Clifford Swan Investment Counsel Llc
|
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Richard W. Paul & Associates, LLC
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Capital Asset Advisory Services LLC
|
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|
Westmount Partners, LLC
|
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Pallas Capital Advisors LLC
|
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Frisch Financial Group, Inc.
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
MNRS - Grayscale Funds Trust - Grayscale Bitcoin Miners ETF
|
|
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|
Investors Research Corp
|
|
|
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|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
Ronald Blue Trust, Inc.
|
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|
OMERS ADMINISTRATION Corp
|
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|
RFG Advisory, LLC
|
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|
Mizuho Markets Cayman LP
|
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|
Rational Advisors Llc
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
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|
|
Lodestone Wealth Management LLC
|
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|
Marathon Strategic Advisors, LLC
|
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|
Harbour Investment Management Llc
|
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|
Victrix Investment Advisors
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
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|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Red Crane Wealth Management, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Mak Capital One Llc
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
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Coldstream Capital Management Inc
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
Holderness Investments Co
|
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|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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|
Bank OZK
|
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|
Plimoth Trust Co Llc
|
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IMG Wealth Management, Inc.
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|
Holowesko Partners Ltd.
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
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|
|
Poehling Capital Management, LLC
|
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|
McIlrath & Eck, LLC
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|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
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|
Gries Financial Llc
|
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|
Ariose Capital Management Ltd
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Wealthcare Advisory Partners LLC
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Ipswich Investment Management Co., Inc.
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|
Cromwell Holdings LLC
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
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|
Financial Perspectives, Inc
|
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|
|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
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|
Tyler-Stone Wealth Management
|
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|
Tufton Capital Management
|
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Avenir Corp
|
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Ariston Services Group
|
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Principal Financial Group Inc
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Bank of New Hampshire
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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Van Strum & Towne Inc.
|
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Cubist Systematic Strategies, LLC
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|
Patton Fund Management, Inc.
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Athena Investment Management
|
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Northwestern Mutual Wealth Management Co
|
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Roberts Glore & Co Inc /il/
|
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|
Mbb Public Markets I Llc
|
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Kayne Anderson Rudnick Investment Management Llc
|
|
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|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
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|
Buckingham Strategic Partners
|
|
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
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|
|
SOL Capital Management CO
|
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|
Balyasny Asset Management Llc
|
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We Are One Seven, LLC
|
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|
Johnson Bixby & Associates, LLC
|
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|
Lavaca Capital Llc
|
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
Flaharty Asset Management, LLC
|
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|
Mariner, LLC
|
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|
Total Investment Management Inc
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
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|
General Pension Society PZU Joint Stock Co
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
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|
Financial Network Wealth Management LLC
|
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|
Fifth Third Bancorp
|
|
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|
Signaturefd, Llc
|
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|
Hilltop National Bank
|
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Your Advocates Ltd., LLP
|
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|
Canandaigua National Bank & Trust Co
|
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|
Elo Mutual Pension Insurance Co
|
|
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|
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|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
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|
Essex Savings Bank
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
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|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
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|
Stephens Consulting, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
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|
Chicago Partners Investment Group LLC
|
|
|
|
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|
D.a. Davidson & Co.
|
|
|
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Monolith Management Ltd
|
|
|
|
|
|
VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Black Maple Capital Management LP
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Harbor Island Capital LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Southpoint Capital Advisors LP
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Berkley W R Corp
|
|
|
|
|
|
Pentwater Capital Management LP
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
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Center for Financial Planning, Inc.
|
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Clear Harbor Asset Management, LLC
|
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Ghisallo Capital Management LLC
|
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|
North Ridge Wealth Advisors, Inc.
|
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|
Trust Co Of Vermont
|
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|
Financially Speaking Inc
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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|
GeoWealth Management, LLC
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|
Steel Peak Wealth Management LLC
|
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|
Falcon Wealth Planning
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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JNBA Financial Advisors
|
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Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
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Summit Trail Advisors, Llc
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WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
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|
Turtle Creek Wealth Advisors, LLC
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|
Foundations Investment Advisors, LLC
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|
Clarity Asset Management, Inc.
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Verdence Capital Advisors LLC
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Prentiss Smith & Co Inc
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West Chester Capital Advisors, Inc
|
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Philadelphia Trust Co
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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Pictet Asset Management Holding SA
|
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Pinnacle Bancorp, Inc.
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Leavell Investment Management, Inc.
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Laraway Financial Inc
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Community Bank & Trust, Waco, Texas
|
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Strategic Advocates LLC
|
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Parnassus Investments /ca
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ROM - PROSHARES TRUST - ProShares Ultra Technology
|
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Trustco Bank Corp N Y
|
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FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
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|
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Sepio Capital, LP
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Poplar Forest Capital LLC
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Financial Advocates Investment Management
|
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MTM Investment Management, LLC
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Picton Mahoney Asset Management
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
|
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|
Ensign Peak Advisors, Inc
|
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Everhart Financial Group, Inc.
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Modern Wealth Management, LLC
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Tcw Group Inc
|
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Banque Transatlantique SA
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
Corepath Wealth Partners Llc
|
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Goldman Sachs Group Inc
|
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Bonness Enterprises Inc
|
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Candriam Luxembourg S.C.A.
|
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Scotia Capital Inc.
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Silver Coast Investments LLC
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Prime Capital Investment Advisors, LLC
|
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Evoke Wealth, Llc
|
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Thrive Wealth Management, LLC
|
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PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Toronto Dominion Bank
|
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|
Avestar Capital, LLC
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
UBS Group AG
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Susquehanna Advisors Group, Inc.
|
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|
WASHINGTON TRUST Co
|
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|
Kestra Investment Management, LLC
|
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|
Lodestar Private Asset Management Llc
|
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|
Financial Gravity Companies, Inc.
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
Stifel Financial Corp
|
|
|
|
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|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
|
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|
Bell Bank
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
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|
Paradigm Asset Management Co Llc
|
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|
Wolf Group Capital Advisors
|
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|
Summit Street Capital Management, LLC
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
|
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|
BCJ Capital Management, LLC
|
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|
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|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
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|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
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|
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|
|
Intrinsic Value Partners, LLC
|
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|
|
|
|
DHJJ Financial Advisors, Ltd.
|
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|
|
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|
Wealthspire Advisors, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Aspex Management (HK) Ltd
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
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|
Mizuho Securities Usa Llc
|
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Quarry LP
|
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|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
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|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
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|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
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|
|
|
Invesco Ltd.
|
|
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|
Perennial Investment Advisors, LLC
|
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|
|
Shell Asset Management Co
|
|
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|
Fortem Financial Group, Llc
|
|
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|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Pacific Wealth Management
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Bruni J V & Co /co
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Octahedron Capital Management L.P.
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
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Graves-Light Private Wealth Management, Inc.
|
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Bmc Fund Inc
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Harvest Portfolios Group Inc.
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Hollencrest Capital Management
|
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Verition Fund Management LLC
|
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|
Pensionmark Financial Group, Llc
|
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|
Bangor Savings Bank
|
|
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NorthCrest Asset Manangement, LLC
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
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|
Compagnie Lombard Odier SCmA
|
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|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Ocean Capital Management, LLC
|
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Watts Gwilliam & Co., LLC
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NEOS Investment Management LLC
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Securian Asset Management, Inc
|
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Thompson Siegel & Walmsley Llc
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Peterson Wealth Advisors, LLC
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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Cliftonlarsonallen Wealth Advisors, Llc
|
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Umb Bank N A/mo
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
Mayflower Financial Advisors, LLC
|
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WealthCollab, LLC
|
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Foster Victor Wealth Advisors, LLC
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
WealthTrak Capital Management LLC
|
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Alpha Omega Wealth Management LLC
|
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Old Second National Bank Of Aurora
|
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Park National Corp /oh/
|
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Ameriprise Financial Inc
|
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Perkins Capital Management Inc
|
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Numerai GP LLC
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Insight Inv LLC
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Sapient Capital Llc
|
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Geneos Wealth Management Inc.
|
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Siemens Fonds Invest GmbH
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
Bridges Investment Management Inc
|
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|
Rodgers Brothers Inc.
|
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Clarus Group, Inc.
|
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Cornerstone Planning Group LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Hills Bank & Trust Co
|
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Evolution Wealth Management Inc.
|
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Maj Invest Holding A/S
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Resona Asset Management Co.,Ltd.
|
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LRI Investments, LLC
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Synovus Financial Corp
|
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Beacon Harbor Wealth Advisors, Inc.
|
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Pinpoint Asset Management Ltd
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Capula Management Ltd
|
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Adage Capital Partners Gp, L.l.c.
|
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Harwood Advisory Group, LLC
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
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|
Crawford Investment Counsel Inc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
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|
Winton Capital Group Ltd
|
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|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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|
Two Sigma Securities, Llc
|
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|
Graham Capital Management, L.P.
|
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|
Savvy Advisors, Inc.
|
|
|
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|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
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|
|
LJI Wealth Management, LLC
|
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|
Sterling Investment Advisors, Ltd.
|
|
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|
|
|
Jacobs Levy Equity Management, Inc
|
|
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|
|
Asset Management One Co., Ltd.
|
|
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|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
WFA Asset Management Corp
|
|
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|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Ivy Lane Capital Management, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Oaktop Capital Management Ii, L.p.
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Discerene Group LP
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
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RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
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Millennium Management Llc
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Cranbrook Wealth Management, LLC
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Farmers & Merchants Investments Inc
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Kentucky Retirement Systems Insurance Trust Fund
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Oak Asset Management, LLC
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Sandy Spring Bank
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Game Plan Financial Advisors, LLC
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Neo Ivy Capital Management
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Westchester Capital Management, Inc.
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Mjp Associates Inc /adv
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Maseco Llp
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BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
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Td Asset Management Inc
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
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Coastwise Capital Group, LLC
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Callan Capital, LLC
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Wood Tarver Financial Group, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Baader Bank INC
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Fort Point Capital Partners LLC
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Delta Financial Group, Inc.
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Davy Global Fund Management Ltd
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KPP Advisory Services LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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Harbor Investment Advisory, Llc
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Geode Capital Management, Llc
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Robinson Value Management, Ltd.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
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Costello Asset Management, INC
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
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Inkwell Capital Llc
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CVA Family Office, LLC
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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Advisor Group Holdings, Inc.
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Gould Capital, LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
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BancorpSouth Bank
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Horizon Wealth Management, LLC
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Ferguson Wellman Capital Management, Inc
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Beacon Financial Group
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Vision Capital Management, Inc.
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Peterson Wealth Services
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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Insigneo Advisory Services, Llc
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CNB Bank
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ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
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NAN FUNG TRINITY (HK) Ltd
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Calamos Wealth Management LLC
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Jpmorgan Chase & Co
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
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Financial Security Advisor, Inc.
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InvesTrust
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Ashton Thomas Private Wealth, LLC
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Stratos Wealth Advisors, LLC
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
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BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
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Fisher Asset Management, LLC
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Strs Ohio
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Harbor Advisors LLC
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
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QTUM - ETF Series Solutions - Defiance Quantum ETF
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IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
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Stone House Investment Management, LLC
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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Capital A Wealth Management, LLC
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